Sole Bay Financial Planning

Based in Halesworth, Chris and Sam May run Sole Bay Financial Planning, a family business here to help local people and their families.

As a father and son business, we have always been most conscious of continuity and Sole Bay Financial Planning

will be here to support clients for the next thirty to forty years, providing you with advice and a long-term relationship.  

Financial planning is often something that people put off, probably because they either think it is too big a job or they are not sure how to go about it plus, life gets in the way sometimes and day-to-day tasks are more pressing.

However, working with a Financial Adviser to come up with a personal plan is not as complicated as you may think and  provides you with direction and peace of mind. You can then get on with daily life, knowing that you are on track. 

We provide advice on:

PROTECTION, PERSONAL AND BUSINESS

SAVINGS

RETIRMENT PLANNING AND PENSIONS

INVESTMENTS

INHERITANCE TAX PLANNING

LIFESTYLE CASHFLOW PLANNING

Visit our website to find out more about us, the family connections to Southwold and what we do.